White Wing Wealth Management
White Wing Wealth Management reported 40 positions worth $191.7M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: VTI (26.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $50.0M | 26.09% | 135,161 | — | — | |
| ▸ 2 | VEA | SH | $20.5M | 10.71% | 288,188 | — | — | |
| ▸ 3 | JPST | SH | $19.6M | 10.25% | 388,423 | — | — | |
| ▸ 4 | VB | SH | $16.7M | 8.72% | 55,140 | — | — | |
| ▸ 5 | QQQ | SH | $13.4M | 7.01% | 18,257 | — | — | |
| ▸ 6 | VIG | SH | $13.4M | 6.99% | 56,630 | — | — | |
| ▸ 7 | SCHJ | SH | $10.3M | 5.37% | 417,474 | — | — | |
| ▸ 8 | DFSD | SH | $6.3M | 3.27% | 131,430 | — | — | |
| ▸ 9 | DFAT | SH | $5.3M | 2.79% | 76,449 | — | — | |
| ▸ 10 | DFEV | SH | $4.2M | 2.20% | 98,866 | — | — |
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Frequently Asked Questions
What stocks does White Wing Wealth Management hold as of Q2 2026?
White Wing Wealth Management reported 40 positions worth $191.7M in its Q2 2026 13F filing. Largest positions: VTI (26.1%), VEA (10.7%), JPST (10.2%), VB (8.7%) and QQQ (7.0%).
What did White Wing Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did White Wing Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.